Spheria Asset Management
Spheria SMID Cap Fund
Jul 2026 → Oct 2026
Our archive holds 2 letters from this strategy and positions in 17 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in a year · follow all of Spheria Asset Management for every strategy.
Performance
as of Oct 31, 2026 · net of fees · AUD
- 1Y+1.5%index −7.7%
- 3Y · /yr+18.9%index +12.3%
- 5Y · /yr+6.4%index +4.0%
- 10Y · /yr+10.3%index +8.4%
- Inception · /yr+9.9%index +8.1%
Index: S&P/ASX Mid-Small Accumulation Index
| 1Y | 3Yper year | 5Yper year | 10Yper year | Since inceptionper year | |
|---|---|---|---|---|---|
| Spheria SMID Cap Fund | +1.5% | +18.9% | +6.4% | +10.3% | +9.9% |
| S&P/ASX Mid-Small Accumulation Index | −7.7% | +12.3% | +4.0% | +8.4% | +8.1% |
Disclaimer
These figures are copied from the manager’s latest letter, as of Oct 31, 2026. They were extracted automatically, have not been verified by HF Best Ideas and may contain errors. They cover a single share class, in the currency and fee basis stated above; other share classes and your own returns will differ. This is not investment advice, nor an offer to buy or sell any fund. Past performance does not predict future returns.
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